Institutional Ownership Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS). We have compiled data on the 916 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
2,702
shares
|
$297,706
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
2,697
shares
|
$297,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
2,679
shares
|
$295,172
0.02% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
2,671
shares
|
$294,290
0.04% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
2,589
shares
|
$285,256
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
2,583
shares
|
$284,594
0.25% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,583
shares
|
$284,594
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,578
shares
|
$284,044
0.01% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$283,823
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,576
shares
|
$283,823
0.11% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
2,565
shares
|
$282,611
0.09% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,561
shares
|
$282,170
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,540
shares
|
$279,857
0.07% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,526
shares
|
$278,314
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,523
shares
|
$277,984
0.03% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
2,480
shares
|
$273,246
0.19% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$272,475
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,462
shares
|
$271,263
0.01% of portfolio
|
Q4 2025
Added 30.33%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
2,458
shares
|
$270,822
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
2,453
shares
|
$270,271
0.13% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,448
shares
|
$269,720
0.01% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,440
shares
|
$268,839
0.04% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,434
shares
|
$268,178
0.09% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
2,416
shares
|
$266,194
0.06% of portfolio
|
Q4 2025
Added 14.99%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,413
shares
|
$265,864
0.07% of portfolio
|
Q3 2025
Added 2.12%
|
|